Bernard Benefits Team

Join our team!

Our Employer Advisor Team develops and implements the best benefits strategies for our employer clients.


Brian leads Bernard Benefit’s efforts to help employers. Brian worked as a Sales Consultant for the Cleveland Cavaliers before graduating with his MBA from Vanderbilt’s Owen School of Management. When Brian isn’t leading the efforts to help employers stay on the cutting edge of healthcare strategy, you can find him spending time with his family.


Jocelyn started at Bernard Benefits in 2009, and has since become the lead health insurance advisor for over 45 medium and large group employers.  After graduating from The University of Tennessee, Jocelyn worked in operations at an Inc. 500 company.  When Jocelyn isn’t making sure her employer clients are getting the absolute best health strategy for their organization, you can find her spending time with family and cheering on the Tennessee Vols and Chicago Cubs.


DeAnna is Bernard’s nurse on staff who helps employees save money on prescription drugs. After graduating with her BS in nursing from Tennessee State University, DeAnna worked as a nurse and a health and fitness coach. When DeAnna isn’t helping employees price-shop prescriptions, you can find her spending time with her husband and four absolutely wonderful children.


Matt leads Indianapolis’ team of Employer Advisors. A native of the Circle City, Matt earned his BA from DePauw University and his MBA from Butler University. When Matt isn’t out rescuing employers from healthcare confusion, you can find him on the hardwood trying to relive his basketball glory days or at home spending time with his family.


Pete leads Austin’s team of Employer Advisors. He earned his JD/MBA from the University of Arizona, volunteered in the Peace Corps, and worked in the natural gas industry before joining Bernard. When Pete isn’t helping employers navigate their health plan options, you can find him running, coaching lacrosse, or spending time with his wife and baby son.


Ben leads Bernard’s Employer Client Success team. After graduating from Miami University of Ohio, Ben launched a non-profit called Justice Industries. When Ben isn’t supporting his team and Bernard’s employer clients, you can find him playing Ultimate Frisbee or rock climbing.


Chris helps Indiana employers evaluate health benefit strategies. After graduating from DePauw University, he worked at American Funds as a Retirement Plan Specialist. When Chris is not evaluating health plan strategies, you can find him playing slow pitch softball and golf.


Jessica ensures that our employer clients achieve their goals. She earned a Masters in Medicine, Health, and Society at Vanderbilt University and has assisted many of Nashville’s Spanish-speaking residents in accessing healthcare. When she’s not working her magic at Bernard, you can find her teaching yoga or planning her next adventure.


Matt is a member of the Employer Advisor team. Matt graduated from Rhodes College in 2014 with a degree in Chemistry. Prior to joining the Bernard Benefits team, he worked in the Office of Religious Life at Vanderbilt University. In his spare time, Matt enjoys watching football, eating good food, and trying to keep up with new TV shows.


Mitch is an Employer Advisor in Indiana. After graduating from Ball State University, Mitch worked for a large disability carrier. When Mitch isn’t helping employers find the best health insurance benefits options, you can find him hiking and camping at Turkey Run or Shades State Park.


Amanda is a member of the Bernard Benefits Employer Client Success team in Texas. Amanda graduated from Texas State University and has a background in the insurance industry, specializing in Medicare. When Amanda isn’t helping employer clients, Amanda likes to spend time with her family and friends, go hiking and listen to live music.


Catarina is a member of the Direct Employer team. Catarina graduated from Belmont University with a degree in Corporate Communication. Prior to joining the Bernard Benefits team, she coordinated corporate events and was a product manager at an HR firm. On her free time, you can find Catarina at local breweries, hiking, planting trees, or taking weekend trips across the country.


Jack is a member of the Bernard Benefits Employer Advisor team. Jack, originally from Bradford-on-Avon in England, received a B.A. in History & American Studies from the University of Leicester and an M.A. in History from the University of Alabama. Before joining Bernard Health, Jack worked as a graduate assistant at the Tennessee State Library & Archives. When not in the office, you can find Jack watching soccer, attending concerts, and traveling around the South.


Ann Lowe is a member of the Bernard Benefits Employer Client Success team. Ann Lowe, originally from Greenville, South Carolina, studied Business Administration at Furman University. In her free time, she enjoys walking her dogs, cooking, and spending time at the lake with her family.


Nick is a member of the Bernard Benefits Employer Advisor team. Nick is originally from Toledo, Ohio and received a B.A. in Healthcare Administration with a minor in General Business from Bowling Green State University. When not in the office, you can find Nick working on his golf game, exercising, or enjoying time with friends and family.


Trennie is a member of the Bernard Benefits Employer Advisor team. Trennie, originally from Memphis, Tennessee, received a B.S. in Communications with a minor in Business Administration and a M.S. in Recreation and Sport Management from the University of Tennessee at Knoxville. Before joining Bernard Health, Trennie worked as a graduate assistant with the University of Tennessee Athletics Marketing Department. In his free time, Trennie enjoys sporting events, hanging out with friends, and playing with his pet boxer, Lacey.